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Tamarac Inc. is the leading provider of sophisticated, scalable portfolio management technology that enables investment managers to provide customized, tax-efficient, individual account management to a multitude of clients.
 
 

Whether you're an established independent advisor or just starting out, Fidelity WealthCentral can help meet your needs. Our 100% web-based, turnkey custody platform combines robust trading and account management capabilities with leading third-party business applications.

 
 
Interactive Advisory Software is the industry's leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide.
 
 

Morningstar Office is our complete practice and portfolio management system for independent financial advisors.

 
 
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